MEET OUR ESTATES TEAM


BETHANY ANDERSON

Bethany’s practice focuses on estate planning and estates administration. Her experience in commercial law, wealth management and knowledge management combine to give her valuable perspective when providing practical and efficient legal advice to her clients. She provides comprehensive advice, ensuring clients understand the legal and practical impact of their decisions, taking the time to learn about each client’s personal and family circumstances, assets and intentions so that their Wills, Powers and Trusts accomplish their goals.

BEVERLY ORR

Beverly is a valuable member of our Wills and Estates team, bringing the benefit of more than 34 years of experience handling civil litigation, estate litigation, small claims court matters, Wills and powers of attorney and family law. Beverly works closely with Bethany and our clients, particularly with estates administration matters, gathering pertinent information and preparing and assembling materials in support of probate applications.

ESTATE PLANNING

Estate planning is a process. Family circumstances, obligations owed to dependents, assets and other factors serve to make everyone unique. When preparing your Will and Powers of Attorney, it is important to consider all these factors as well as family law issues and tax issues and their relationship to estates law. Some of the estate planning services we offer at Berry Gage LLP include:

  • Wills
  • Powers of Attorney for Personal Care
  • Powers of Attorney for Property
  • Reviews of your Estate Plan
  • Disability planning (Henson Trusts)
  • Life Insurance designations and declarations
  • Family Trusts (and other inter vivos trusts)

ESTATES ADMINISTRATION

At Berry Gage LLP, when someone dies, we are here to guide you, clarify your role as estate trustee, and assist you with what can be complex processes and decisions at a difficult time. We will advise you the obligations and responsibilities that come with your role.

We are flexible and ready to assist you as much or as little by:

  • Reviewing the Will
  • Reviewing or creating the inventory of assets and liabilities
  • Making a court application for Certificate of Appointment of Estate Trustee with (or without) a Will only if necessary
  • Calculation of estates administration tax (probate fees)
  • Communicating with financial institutions and insurance companies on your behalf
  • Determining distribution to beneficiaries
  • Advising you with respect to the records and accounting required of an estate trustee
  • Reporting to beneficiaries

INFORMATION SESSIONS

We can help your business with information sessions for groups about topics such as Wills, Powers of Attorney, Charitable Giving, Insurance Declarations or Trusts (Family or Henson).

Information sessions can help your employees, volunteers and donors make the best decisions for their estate planning.

Contact our office to learn more.

About us

We are a boutique family law and estates firm located in the heart of Oakville. Our lawyers and staff have comprehensive experience in all family law, estate planning and estate administration matters.

In family law, we provide negotiation, mediation, collaborative family law and litigation for clients with various needs, from uncontested divorces to those involving high conflict, difficult parenting disputes and complex support and property matters.

Our estates team provides professional estate planning services, including wills, Powers of Attorney, insurance designations and trusts as well as administration of simple and complex estates.

Our Partners:

Marian Gage is a Certified Specialist in Family Law (LSUC), an Accredited Family Mediator and a trained Collaborative family lawyer. Susan Berry is a proficient litigator with a commendable record of success. Both are skilled negotiators with a strong legal understanding and a familiarity with the impact of the law on modern families. Their commitment to their clients and their practical approach to family law drew them together to form Berry Gage LLP.

Our Associates:

Suzanne Stolz is a Family Law Associate with broad experience in negotiation, mediation and litigation. She has begun to practice in Ontario after a successful career in New York.

Bethany Anderson is our Estate Lawyer, with years of experience working at large Bay Street firms and in her own practice here in Oakville.

Our goal is to empower our clients with the knowledge and confidence they need to move forward. We are committed to working with clients, lawyers and other professionals to find the best process and the best solution to meet our clients’ needs.

We take a humanistic approach to family and estate law. We do this work because of our commitment to make people’s lives better.

Our law clerks, Susan Dryden and Beverly Orr, our Business Manager, Fiona Bryan and our receptionist Lisa O’Hara provide exceptional support to every client. By working with our professional and compassionate staff, clients keep their costs down while benefitting from their decades of experience in family law.

Awards

BEST LAW FIRM 2018 BEST LAWYER - MARIAN GAGE BEST LAWYER - SUSAN BERRY

CONTACT US

Address: 165 Cross Avenue, Suite 301 Oakville, ON, L6J 0A9

VISIT BERRY GAGE LLP

For all your Family Law and Estate Planning needs